# Free Agency & Client Templates (PDF) | BuildPDFs > Free agency templates in PDF: proposals, SOWs, creative briefs, onboarding packs, case studies, brand guidelines, QBRs, and client reports. Source: https://buildpdfs.com/templates/category/agency-client [All Templates](https://buildpdfs.com/templates)/Agency and client work # Free Agency and Client Templates These templates cover the full client cycle for agencies and freelancers: pitch, proposal, statement of work, onboarding, creative brief, reports, quarterly reviews, invoices, and the case study at the end. They look like the work of a studio, not a word processor. The AI fills them in with your client, your scope, and your results. 22 templates, all free to customize and download as a PDF. Need something else? The [AI case study writer](https://buildpdfs.com/ai-case-study-generator) writes one from your notes. Business ## [Client Onboarding Guide template](https://buildpdfs.com/templates/client-onboarding-guide) A warm, professional client welcome guide covering how you work, communication norms, tools, reporting cadence, and what you need from clients to start strong. client onboardingwelcome guideagency Use this template Business ## [Agency Case Study template](https://buildpdfs.com/templates/agency-case-study) A professional marketing agency case study with challenge, solution, and results structure. Includes metrics callout boxes, pull quotes, and a campaign timeline. case studyagencymarketing Use this template Business ## [Agency Pricing Guide template](https://buildpdfs.com/templates/agency-pricing-guide) A polished service pricing guide with three tiered packages, add-ons, and a comparison table. Great for digital marketing agencies and consultants to share with prospects. pricing guideagencypackages Use this template Business ## [Client Project Proposal template](https://buildpdfs.com/templates/client-project-proposal) A polished freelance project proposal with scope, deliverables, timeline, pricing, and payment terms. Pre-filled with a web redesign and brand refresh example. proposalfreelanceagency Use this template Business ## [Brand Guidelines template](https://buildpdfs.com/templates/brand-guidelines) A sophisticated brand identity document with color palette swatches, typography specimens, voice & tone examples, and brand values. Built for agencies, startups, and design teams. brandidentitydesign Use this template Business ## [Freelance Statement of Work template](https://buildpdfs.com/templates/freelance-statement-of-work) A legally clear freelance statement of work with project scope, deliverables, milestones, payment schedule, revision policy, and intellectual property terms. statement of workSOWfreelance Use this template Business ## [Client Welcome Packet template](https://buildpdfs.com/templates/client-welcome-packet) A warm, premium welcome packet for service businesses: a welcome letter, how you work, a process timeline, what you need from the client, communication rules, policies, key contacts, and next steps. welcome packetclient onboardingcoach Use this template Business ## [Photography Pricing Guide template](https://buildpdfs.com/templates/photography-pricing-guide) An elegant pricing guide for wedding and portrait photographers with collections, a comparison table, session prices, add-ons, a payment plan, booking steps, and an FAQ. photography pricing guidephotographerwedding photography Use this template Business ## [Brand Style Guide template](https://buildpdfs.com/templates/brand-style-guide) A clean brand style guide with logo versions and clear-space rules, a color palette with HEX, RGB, and CMYK values, accessible color pairs, a type scale, imagery direction, and application mockups. brand style guidelogo usagecolor palette Use this template Business ## [Design Case Study template](https://buildpdfs.com/templates/design-case-study) A story-driven design case study for brand and packaging studios. It walks through the challenge, a before/after spread, the identity system, packaging, a client quote, and results with a revenue chart. case studydesign case studybranding Use this template Marketing ## [Creative Brief template](https://buildpdfs.com/templates/creative-brief) A numbered creative brief with the objective, audience, key insight, mandatories, deliverables, budget, and sign-off. Built for agencies and brand teams to align before a campaign starts. creative briefcampaign briefagency Use this template Business ## [Client Onboarding Pack template](https://buildpdfs.com/templates/client-onboarding-pack) A multi-page onboarding pack that walks a new client through access, setup, and the first weeks of a project. Covers logins, accounts, timelines, and who to contact. client onboardingonboarding packagency Use this template Business ## [QBR Presentation template](https://buildpdfs.com/templates/qbr-presentation) A quarterly business review deck for account and client teams, with a scorecard against the quarter's objectives and key results, metric cards, and a next-quarter roadmap. Pre-filled with a logistics-software client example. QBRquarterly business reviewclient presentation Use this template Business ## [Sprint Report template](https://buildpdfs.com/templates/sprint-report) A sprint-end client update for software and product teams, with the sprint goal, burndown numbers, what shipped, risks, and what the client needs to do next. Pre-filled with a two-week dispatch-software sprint. sprint reportagilescrum Use this template Creative ## [Film Treatment template](https://buildpdfs.com/templates/film-treatment) A director's treatment for pitching a short film or commercial, with the concept, a shot list, a shooting schedule, and a crew call sheet. Pre-filled with a trail-running brand film. film treatmentdirector treatmentvideo production Use this template Business ## [Agency Pitch Deck template](https://buildpdfs.com/templates/agency-pitch-deck) A new-business pitch deck for agencies. It states the problem with real data, pitches the big idea, lays out a 90-day plan, and closes with the investment and projected ROI. pitch deckagency pitchnew business Use this template Business ## [Monthly Marketing Report template](https://buildpdfs.com/templates/monthly-marketing-report) A data-dense monthly marketing report for agencies and in-house teams. It covers a KPI dashboard, a daily revenue chart, a channel breakdown, what worked, and next month's priorities. marketing reportmonthly reportperformance report Use this template Legal & Finance ## [Project Milestone Invoice template](https://buildpdfs.com/templates/project-invoice) A phased project invoice with milestone line items, a subtotal and tax breakdown, payment methods, and a notes section. Pre-filled for a three-phase brand and website project. milestone invoiceproject invoicephased billing Use this template Legal & Finance ## [Statement of Work template](https://buildpdfs.com/templates/statement-of-work) A formal statement of work with engagement terms, deliverables, what is explicitly excluded, a timeline, pricing, and a signature block. Built for a design or consulting engagement. statement of workSOWengagement terms Use this template Business ## [Brand Identity Proposal template](https://buildpdfs.com/templates/brand-identity-proposal) A client-facing brand identity proposal with a kickoff-call recap, a three-phase process, logo directions compared side by side, a deliverables timeline, and a fixed-fee investment breakdown. brand identity proposaldesign proposalbranding project Use this template Business ## [Software Development Proposal template](https://buildpdfs.com/templates/software-development-proposal) A client proposal for a custom software or app build, with scope broken into phases, a delivery timeline, a team page, fixed-fee pricing, and a signature page. Pre-filled with a patient-booking app example. software proposalsoftware developmentweb app Use this template Business ## [Quarterly Business Review template](https://buildpdfs.com/templates/quarterly-business-review) A landscape quarterly business review deck with headline KPIs, revenue by month and channel, a goals-vs-actual table, and a next-quarter roadmap with owners and dates. quarterly business reviewQBRagency report Use this template ## Guides * [How to Write a Statement of Work (SOW): Sections, Example, and Mistakes](https://buildpdfs.com/guides/how-to-write-a-statement-of-work) * [How to Write an Annual Business Review (and a Quarterly Business Review)](https://buildpdfs.com/guides/how-to-write-an-annual-business-review) * [How to Make an Invoice (What to Include, Step by Step, With an Example)](https://buildpdfs.com/guides/how-to-make-an-invoice) * [How to Write a Campaign Post-Mortem (Sections, Example, and Mistakes)](https://buildpdfs.com/guides/how-to-write-a-campaign-post-mortem) * [Workflow: From Client Brief to Delivered PDF](https://buildpdfs.com/guides/workflow-client-brief-to-delivered-pdf) * [Client Deliverable PDF: What "Client-Ready" Means (Hierarchy, Branding, References)](https://buildpdfs.com/guides/client-deliverable-pdf-client-ready) ## More template categories * [Proposal and Quote Templates](https://buildpdfs.com/templates/category/proposals-quotes) * [Invoice and Billing Templates](https://buildpdfs.com/templates/category/invoices-billing) * [HR and Employee Templates](https://buildpdfs.com/templates/category/hr-people) * [One-Pager and Sales Templates](https://buildpdfs.com/templates/category/one-pagers-sales) * [Startup and Business Plan Templates](https://buildpdfs.com/templates/category/startup-finance) * [Marketing Report Templates](https://buildpdfs.com/templates/category/marketing-reports) * [Strategy and Consulting Templates](https://buildpdfs.com/templates/category/strategy-consulting) * [Brochure, Catalog, and Newsletter Templates](https://buildpdfs.com/templates/category/print-marketing) * [Nonprofit Templates](https://buildpdfs.com/templates/category/nonprofit) * [Real Estate Templates](https://buildpdfs.com/templates/category/real-estate) * [Book and Cookbook Templates](https://buildpdfs.com/templates/category/books-publishing) * [eBook and Digital Product Templates](https://buildpdfs.com/templates/category/digital-products) * [Education and Course Templates](https://buildpdfs.com/templates/category/education) * [Fitness, Meal Plan, and Wellness Templates](https://buildpdfs.com/templates/category/health-wellness) * [Event, Wedding, and Planner Templates](https://buildpdfs.com/templates/category/planners-events)